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Liberty All-Star Equity Fund shares owned by Prevail Innovative Wealth Advisors

Quarter-by-quarter ownership of Liberty All-Star Equity Fund (USA) shares owned by Prevail Innovative Wealth Advisors from 13F filings

Historical chart of Prevail Innovative Wealth Advisors investment in Liberty All-Star Equity Fund

Tip: Access up to 7 years of quarterly data

All positions including Liberty All-Star Equity Fund held by Prevail Innovative Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Liberty All-Star Equity Fund by Prevail Innovative Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $357k 62k 5.81

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Eli Lilly & Co. (LLY)
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JPMorgan Chase & Co. (JPM)
O'reilly Automotive (ORLY)
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Arista Networks Com Shs (ANET)
Simplify Exchange Traded Fun Mbs Etf (MTBA)
Nextera Energy (NEE)
Uber Technologies (UBER)

View all positions for Prevail Innovative Wealth Advisors

Top funds holding Liberty All-Star Equity Fund

Raymond James Financial
Morgan Stanley
Rivernorth Capital Management
Saba Capital Management
LPL Financial
Karpus Investment Management
Royal Bank of Canada
Absolute Investment Advisers
Man Group
Janney Montgomery Scott
Shaker Financial Services
Ameriprise Financial
1607 Capital Partners
Allspring Global Investments Holdings
Guggenheim Capital, LLC Managers

View all funds holding Liberty All-Star Equity Fund